Advisors, be the G.U.I.D.E. !!!

April 15, 2018

At Fluent Technologies, we believe you – the advisor – are the key to plan and participant success. But many of you don’t have the right tools.

Introducing UtopiaAdvisor™, a dynamic collaboration tool that helps you, the advisor, demonstrate value and be the G.U.I.D.E. The key features are a goal-setting functionality for critical plan metrics, coupled with an easy-to-use dashboard and practice management tools; giving you a yardstick for instantly measuring plan progress.

UtopiaAdvisor™ helps you own the data, demonstrate value and be the G.U.I.D.E. to plan success:

Generate plan goals

Understand trends

Identify gaps

Determine action

Enact solutions

UtopiaAdvisor™ helps you take deeper dives into the data to understand trends and identify gaps. Whether you are at the office, or on the road with your client, our mobile friendly software will be right there with you. And once you have identified gaps, you can determine action and enact solutions.

Understand trends and Identify gaps

Determine action

Enact solutions

With UtopiaAdvisor™ you can steer the conversation to more valuable measures of success.

The National Association of Plan Advisors (NAPA) pulled off yet another impressive annual NAPA 401(k)…

Testimonials

Fluent has the best understanding of us: our business, our data. They are flexible, creative and knowledgeable. They are real people, not a big corporation. Best of all, they get work done.”

A large proprietary Asset Manager of a market leading 403b Recordkeeper

Fluent is a true business partner in every sense of the world. Others may have slicker marketing material or flashier presentations, but once you start asking questions you realize what counts is data. Fluent has all the data and you can deploy it into any range of reports – a real value add.”

A large Asset Manager promoting mutual funds and strategies for retail and institutional markets.

Fluent understands the challenges we face in the retirement space and they are flexible, creative and knowledgeable. If you are looking for a business partner and not just a vendor, Fluent is a great fit.”

A large 403B Plan Provider serving the education, health and not for profit markets

I was amazed at how fast Fluent came in and got our business. They hit the ground running, right from the very first discussion. They are a great partner. We work in tandem extremely well.”

The technology team leader of a large 401k Plan Provider

Lots of things come to mind when I think about our relationship with Fluent that you wouldn’t normally associate with a vendor: we like how down-to-earth they are, that they have a lot of personality is endearing, and that our account manager actually listens to us and gives us helpful, valuable guidance is incredibly rare in the industry. We feel confident and heard, always.”

An aggressively growing 401k Plan Provider serving the small and mid-size markets.

I am very impressed with the average client tenure for Fluent. Big-name clients come and they stay for a long time: that means a lot when you are looking to work with a reputable firm.”

A growing 401k provider serving the small and mid-size markets.

Fluent is flexible and accommodating, a great value. They have a willingness to really help make our lives easier and get the job done. Fluent truly cares about their customers, and rolls up its sleeves to work hard and exceed our expectations.”

A large US Domestic Bank representing a full suite of financial services

Fluent is engaged. One of the nicest things about working with Fluent is they really get to know your business. They peel back the layers, uncovering a lot of things you didn’t even realize was going on. We found inconsistences and errors we didn’t even know existed when we started using Fluent due to their due diligence.”